By David Moadel
Publication Date: 2026-05-21 15:01:00
Quick reading
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Shares of IBM (IBM) rose 8% on Thursday, while Oracle (ORCL), Cisco (CSCO), and Hewlett Packard Enterprise (HPE) lagged during the session, a notable reversal after IBM fell 23% year-over-year versus Cisco’s 50% gain.
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The relative value setup favors IBM if Watsonx and quantum milestones are met, but today’s bounce may mark only the first innings of a recovery trade rather than a full rerating.
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Actions of International business machines (New York Stock Exchange: IBM) rose 8% in mid-morning trading Thursday, while three legacy enterprise technology peers don’t have the same rocket fuel today. Oracle (New York Stock Exchange:ORCL), cisco systems (NASDAQ:CSCO), and Hewlett Packard Company (New York Stock Exchange: HPE) are delivering mixed results and lagging IBM stock.
The setup is surprising because IBM stock has clearly been a year-to-date laggard of this group, while CSCO and HPE stock have led…
